Adding to your account

Once your account is established, it is easy to make additional purchases (minimum for each fund is $50). Shares will be purchased at the offering price, which is the fund's net asset value (NAV)¹, for that business day plus any applicable sales charges, provided your purchase order is received before 3:00 p.m. CST. Purchase orders received after 3:00 p.m. will be purchased into the fund at the next business day's offering price. You can place a purchase order by using one of the following options:

In person

Visit your registered State Farm® agent.

By phone

Use our Interactive Voice Response system by calling 1-800-447-4930 to purchase shares through electronic funds transfer from your predesignated bank account. You will need to have telephone investment privileges established.

If you wish to establish this privilege, call and request an Investor Account Services Form or simply download the form from literature & forms.

Online

You can make additional purchases any time by visiting the access my account area of this site. You will need to have online investment privileges established.

If you wish to establish this privilege, call and request an Investor Account Services Form or simply download the form from literature & forms.

By mail

Send a check along with the stub found on the bottom of your confirmation statement (for retirement accounts, be sure to indicate the contribution year) or send us a check and a letter of instruction indicating:

• your account number and Fund name
• the registration of the account
• the amount you wish to invest

Mail your request to State Farm Mutual Funds®, P.O. Box 219548, Kansas City, MO 64121-9548.

By wire

Call 1-800-447-4930 for wiring instructions. Your financial institution may charge a fee for this service.

Automatic investments

For as little as $50 a month, you can have investments automatically deposited into your mutual fund account(s) through an electronic transfer of funds from your bank account. The process is easy and convenient, because your investments are made on a scheduled basis and there's no check to write. We offer monthly, semi-monthly, or quarterly investment plans; you choose the plan that best suits your needs.

Complete the appropriate section of the account application or call 1-800-447-4930 and request an Investor Account Services Form or simply download the form from literature & forms.

An automatic investment plan does not assure a profit and does not protect against loss in declining markets. An automatic investment plan involves continuous investment in securities regardless of fluctuating prices. You should consider your financial ability to continue purchases through periods of high or low price levels.

State Farm VP Management Corp Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook (PDF 260 KB) .

¹Net Asset Value (NAV) is calculated by adding all of the assets of a Fund, subtracting the Fund’s liabilities, then dividing by the number of outstanding shares.  A separate NAV is calculated for each class of each Fund.  NAV is calculated at the close of each business day and employees can purchase funds without paying the sales charge.

Need Assistance? 1-800-447-4930

AP2007/08/9002